Registering client and contact details is easy with Takeon Wizards, and role-based security functions ensure only authorised personnel can input, remove and amend client details. For extra protection, there's built-in security checking and conflict searching, as well as event logging offering greater insight into client-based activity.
In addition, front office applications and back office applications can be synchronised to create a truly integrated environment. Information relevant to different departments can be easily shared allowing for better management, improved control and coordination, and an improved overall view of contact with clients.
In addition the Matter Centre security system is robust and easy to use, ensuring that the firm’s sensitive information is available only where appropriate and authorised.